AUMdb

Daiichi Sankyo, Inc. Savings And Retirement Plan

Sponsored by Daiichi Sankyo, Inc. · EIN 133914479 · Plan #001

Total assets
$964M
Net assets
$964M
Active participants
2,440
With balances
3,649

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $139,846
Capfinancial Partners Llc Investment advisory (plan), Direct payment from the plan $75,530
Cohnreznick Llp Accounting, Direct payment from the plan $33,075
Bolton Partners, Inc Consulting (general), Direct payment from the plan $15,000
Morningstar Investment advisory (participants), Direct payment from the plan $10,862